How We Work

We begin by understanding your goals before discussing any properties.

white boat on body of water during daytime
white boat on body of water during daytime
A number of chairs and tables near one another
A number of chairs and tables near one another
Step Two

Clarify your residency or citizenship intentions to tailor our approach.

Step One

Assess your investment goals, ownership preferences, and risk tolerance.

FAQs

How do you start?

We begin by understanding your goals and intentions clearly.

What comes first?

No property talks until your residency or investment goals are clear.

How do you assess risk?

We consider your time horizon and risk tolerance to tailor the best approach.

Is ownership discussed early?

Ownership structure is only addressed after understanding your objectives.

Why no property talks first?

Because your goals must guide every step we take together.

How do you tailor your advice?

By carefully aligning your residency intentions with investment plans and risk comfort.

Let's chat

Kick things off with a friendly discovery call or start with personalized advice.